$NVIDIA (NVDA.US)$
This is definitely a stock to hold.
The earnings are good as always, and it's neither overpriced nor anything.
Unlike small-cap stocks, the sense of security is incomparable.

$NVIDIA (NVDA.US)$ Finally, the chance to update the highest value of over $150 at the closing price has arrived. The time for patience to pay off has come.

$NVIDIA (NVDA.US)$
Weekly chart touched the 21-day moving average. Will it bounce here?

AI semiconductor No.2の $Broadcom (AVGO.US)$ announced earnings reports after the close on December 12th. Following that, in after-hours trading, the stock price surged by over 14%.Reached an all-time high last week.
KeyReasons for the Increaseare believed to be the following two.
1）Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.AI Revenuereaching $12.2 billion in the fiscal year 2024, up from $3.8 billion in the previous year.Expanded by 3.2 times.Reached an all-time high last week.
2）The company expects for the fiscal year 2027Including custom AI semiconductors and networksThe "attainable market size" of AI productsis predicted to potentially reach up to $90 billion.Custom AI semiconductor is the market leader.For Broadcom,the growth opportunity appears to be significant.Estimated.
Earnings Call Highlights
● Fiscal year 2024 performance: AI revenue triples.
◇For the fiscal year 2024 (October 2024).AI revenue including custom AI semiconductors and networks reached $12.2 billion, expanding 3.2 times from $3.8 billion in fiscal year 2023.The ratio of AI revenue to semiconductor solutions revenue has expanded from less than 5% five years ago to 41%.
◇Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.Revenue reached a record high. .AI products It was performing well...